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We help individuals and families work toward achieving their ideal retirements.

Make It Last – Ep 183 – Filling in the Gaps

July 2, 2022

Listen Here! This week on Make It Last, Victor and Mark will be discussing why the younger Baby Boomers might outlive their retirement savings, and what today’s retirees need to do so they don’t outlive their savings! The federal government has published a sort of online “retirement toolkit” that gives you the gist on retirement savings…

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Five Fact Friday – July 1, 2022

July 1, 2022

https://youtu.be/9tWs1Y25HMk This week on Five Fact Friday, we’ll be discussing Apple and their newest iOS software! They’re releasing a ton of new features, including being able to track your medication! We’ll also be talking about the bond crash, and how it could actually wind up leaving your portfolio better off. Five Fact Friday is every…

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Make It Last – Ep 182 – Finding Your Purpose

June 25, 2022

Listen here! This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Victor talks about the importance of maintaining your mental health in retirement, and finding your purpose outside of your career. Finally, they’ll wrap things up…

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Make It Last – Ep 181 – Living With A Bear

June 18, 2022

Listen Here! This week on Make It Last Victor gives you his top reasons why not to panic during a Bear Market. We’ll also be discussing the top concerns our clients have. Including, but not limited too, market risk, inflation risk, and tax risk. How do these affect your retirement? Victor will wrap the show up with…

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Make It Last – Ep 180 – The Ultimate Retirement Tool Kit

June 11, 2022

Listen Here! Most Americans are getting a failing grade in financial literacy, especially revolving around retirement. Victor and Mark share the top topics people are struggling with so you can understand! They’ll also discuss all of the tools you need that will get you through retirement. These tools will help you live the retirement of…

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Make It Last – Ep 179 – Stuck in the Middle

June 4, 2022

Listen Here! In this episode of Make It Last, Victor & Mark discuss building the financial house that will get you through retirement and all the materials you need to make sure the Big Bad Wolf doesn’t blow your house down. They’ll also be talking about how “The Great Resignation” has affected the United States…

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Make It Last – Ep 178 – The Three Stages of Life

May 28, 2022

Listen Here! This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Victor goes on to discuss the challenges behind guiding his clients through their estate planning and the three stages of life: the Go-Go…

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Make It Last – Ep 177 – A Hot Seat Show

May 21, 2022

Listen Here! This week on Make It Last, Victor & Mark will talk to you about the client experience at Medina Law Group and Palante Wealth Advisors. They’ll also be talking about how the four pillars of retirement will lead you to success. Specifically, how income planning works and why it’s so important for your…

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Five Fact Friday – May 20, 2022

May 20, 2022

https://youtu.be/WOOP1OK5Tr4 This week on Five Fact Friday, we’ll be doing some spring cleaning with an awesome estate planning checklist to help you review your estate planning documents and make sure everything is up-to-date! We’ll also be talking about a new anti-procrastination café in Japan dedicated to helping writers complete their manuscripts. Five Fact Friday is…

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Make It Last – Ep 176 – How to Install Retirement Guardrails

May 14, 2022

Listen here! This week on Make It Last, Victor and Mark discuss financial literacy and share the top topics people are struggling with so you can understand! It’s springtime, which means highway construction is on the rise! Just like it’s important that construction workers install guardrails on the highway, how can you install guardrails on…

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Make It Last – Ep 175 – The Time Machine

May 7, 2022

Listen Here! This week on Make It Last, Victor and Mark will be taking you back to the past, comparing todays retirement world to the retirement world of the 1960s. They’ll also be talking about the Gig Economy and the advantages and disadvantages these individuals face. Are You Paying Too Much In Taxes In Retirement?…

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Make It Last Radio – Ep 174 – Let’s Get to Building

April 30, 2022

Listen Here! In this episode, Victor & Mark discuss building the financial house that will get you through retirement and all the materials you need to make sure the Big Bad Wolf doesn’t blow your house down. How much do you know about taxes? Listen to follow along and test your knowledge with Victor! To access…

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